Purchases and Sales Made in Q2 2023 in Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B) during Q2 2023. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC - Class B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-262- 0.56% |
$81K - $89.3K
|
46.8K
$22.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-262- 0.27% |
$81K - $89.3K
|
96.3K
$46.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-264- 0.59% |
$81.6K - $90K
|
44.2K
$21.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-266- 0.21% |
$82.2K - $90.7K
|
123K
$59.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-266- 1.91% |
$82.2K - $90.7K
|
13.7K
$6.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-266- 2.39% |
$82.2K - $90.7K
|
10.9K
$5.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-266- 10.0% |
$82.2K - $90.7K
|
2.4K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-266- 2.81% |
$82.2K - $90.7K
|
9.21K
$4.47M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-267- 0.28% |
$82.5K - $91K
|
93.7K
$45.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-270- 0.8% |
$83.4K - $92.1K
|
33.7K
$16.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-273- 0.05% |
$84.4K - $93.1K
|
548K
$266M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-273- 9.05% |
$84.4K - $93.1K
|
2.74K
$1.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-273- 0.1% |
$84.4K - $93.1K
|
260K
$126M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-274- 3.32% |
$84.7K - $93.4K
|
7.98K
$3.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-274- 4.52% |
$84.7K - $93.4K
|
5.79K
$2.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-274- 1.62% |
$84.7K - $93.4K
|
16.6K
$8.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Arnhold LLC
|
SELL
|
- |
-274- 0.72% |
$84.7K - $93.4K
|
38K
$18.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-274- 2.45% |
$84.7K - $93.4K
|
10.9K
$5.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-276- 4.44% |
$85.3K - $94.1K
|
5.94K
$2.88M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-279- 9.24% |
$86.2K - $95.1K
|
2.74K
$1.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-280- 0.2% |
$86.5K - $95.5K
|
141K
$68.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-280- 19.28% |
$86.5K - $95.5K
|
1.17K
$568K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-282- 7.51% |
$87.2K - $96.2K
|
3.47K
$1.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-284- 2.11% |
$87.8K - $96.8K
|
13.2K
$6.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-285- 17.98% |
$88.1K - $97.2K
|
1.3K
$631K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-285- 2.81% |
$88.1K - $97.2K
|
9.86K
$4.78M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-286- 20.23% |
$88.4K - $97.5K
|
1.13K
$547K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-287- 2.42% |
$88.7K - $97.9K
|
11.6K
$5.62M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-291- 2.44% |
$89.9K - $99.2K
|
11.7K
$5.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-293- 1.5% |
$90.6K - $99.9K
|
19.2K
$9.32M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-295- 9.85% |
$91.2K - $101K
|
2.7K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-295- 10.85% |
$91.2K - $101K
|
2.42K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-297- 2.71% |
$91.8K - $101K
|
10.7K
$5.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-298- 28.01% |
$92.1K - $102K
|
766
$372K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-298- 2.41% |
$92.1K - $102K
|
12.1K
$5.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-300- 2.73% |
$92.7K - $102K
|
10.7K
$5.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-300- 0.62% |
$92.7K - $102K
|
47.9K
$23.2M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-300- 7.95% |
$92.7K - $102K
|
3.47K
$1.68M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-304- 0.58% |
$94K - $104K
|
52.2K
$25.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-304- 0.7% |
$94K - $104K
|
43.3K
$21M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-304- 0.56% |
$94K - $104K
|
54.3K
$26.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-305- 1.43% |
$94.3K - $104K
|
21K
$10.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-311- 6.9% |
$96.1K - $106K
|
4.2K
$2.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-312- 2.86% |
$96.4K - $106K
|
10.6K
$5.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-315- 0.29% |
$97.4K - $107K
|
108K
$52.3M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-315- 2.7% |
$97.4K - $107K
|
11.3K
$5.5M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-315- 2.43% |
$97.4K - $107K
|
12.7K
$6.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-315- 13.51% |
$97.4K - $107K
|
2.02K
$978K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-316- 2.12% |
$97.7K - $108K
|
14.6K
$7.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-318- 3.45% |
$98.3K - $108K
|
8.89K
$4.31M
|